+1.6%
EQH vs RBA
-27.6%
+29.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.8% | -2.4% | +0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +2.8% | -2.9% | +5.8% | +3.5% |
| 3M | +23.1% | -20.9% | +44.0% | +27.6% |
| 6M | +41.4% | -17.7% | +59.1% | +43.0% |
| YTD | +14.3% | -18.2% | +32.4% | +14.4% |
| 1Y | +1.6% | -29.1% | +30.7% | +4.1% |
| All | +1.6% | -27.6% | +29.2% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling